Hcr Wealth Advisors Ishares Barclays 1 3 Year Trea Transaction History

Hcr Wealth Advisors

  • $789 Million
  • Q4 2024

A detailed history of Hcr Wealth Advisors transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Hcr Wealth Advisors holds 58,239 shares of SHY stock, worth $4.8 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
58,239
Previous 59,863 2.71%
Holding current value
$4.8 Million
Previous $4.98 Million 4.08%
% of portfolio
0.6%
Previous 0.66%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
SELL
$81.68 - $82.93 $132,648 - $134,678
-1,624 Reduced 2.71%
58,239 $4.77 Million
Q3 2024

Oct 10, 2024
SELL
$81.31 - $83.29 $47,647 - $48,807
-586 Reduced 0.97%
59,863 $4.98 Million
Q2 2024

Aug 06, 2024
SELL
$81.05 - $81.66 $47,090 - $47,444
-581 Reduced 0.95%
60,449 $4.94 Million
Q1 2024

May 10, 2024
SELL
$81.49 - $82.34 $313,084 - $316,350
-3,842 Reduced 5.92%
61,030 $4.99 Million
Q4 2023

Feb 09, 2024
BUY
$80.62 - $82.04 $352,954 - $359,171
4,378 Added 7.24%
64,872 $5.32 Million
Q3 2023

Oct 20, 2023
SELL
$80.71 - $81.38 $588,375 - $593,260
-7,290 Reduced 10.75%
60,494 $4.9 Million
Q2 2023

Aug 09, 2023
SELL
$81.05 - $82.41 $202,787 - $206,189
-2,502 Reduced 3.56%
67,784 $5.5 Million
Q1 2023

May 12, 2023
SELL
$80.51 - $82.52 $214,720 - $220,080
-2,667 Reduced 3.66%
70,286 $5.77 Million
Q4 2022

Feb 13, 2023
SELL
$80.6 - $81.52 $611,673 - $618,655
-7,589 Reduced 9.42%
72,953 $5.92 Million
Q3 2022

Nov 07, 2022
BUY
$81.04 - $83.06 $325,456 - $333,568
4,016 Added 5.25%
80,542 $6.54 Million
Q2 2022

Aug 12, 2022
BUY
$81.97 - $83.48 $6.27 Million - $6.39 Million
76,526 New
76,526 $6.34 Million
Q2 2021

Jul 21, 2021
SELL
$86.11 - $86.32 $263,668 - $264,311
-3,062 Closed
0 $0
Q1 2021

May 13, 2021
BUY
$86.21 - $86.4 $87,847 - $88,041
1,019 Added 49.88%
3,062 $264,000
Q3 2020

Nov 05, 2020
SELL
$86.46 - $86.63 $864 - $866
-10 Reduced 0.49%
2,043 $177,000
Q2 2020

Jul 30, 2020
SELL
$86.48 - $86.8 $110,694 - $111,104
-1,280 Reduced 38.4%
2,053 $178,000
Q1 2020

May 08, 2020
BUY
$84.67 - $86.69 $180,601 - $184,909
2,133 Added 177.75%
3,333 $289,000
Q4 2019

Feb 07, 2020
BUY
$84.51 - $85.05 $101,412 - $102,060
1,200 New
1,200 $102,000

Others Institutions Holding SHY

# of Institutions
1,292
Shares Held
238M
Call Options Held
359K
Put Options Held
44.4K
View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

SHY Quotes by TradingView
  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
Track This Portfolio

Track Hcr Wealth Advisors Portfolio

Follow Hcr Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hcr Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Hcr Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email